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Notis

Put paid Stripe invoices in deal context

See whether a paid invoice connects to an Affinity opportunity your team is tracking.

Trigger

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

Action

Get a single opportunity

Get basic details about an opportunity without field data via provided endpoints. field data requires using specific list entry apis and the "export data from lists" permission.

Why this helps

A successful invoice payment can be hard to connect to the deal or relationship it belongs to.

  • Review likely opportunity details beside the payment event.
  • Make revenue and deal context easier to scan in one report.
  • Surface ambiguity when invoice details do not identify an opportunity.

Setup

Build it in a few focused steps.

  • 1Connect Stripe and Affinity once in the Notis portal.
  • 2Create an automation and give it a clear name.
  • 3Tell Notis to summarize the paid invoice and retrieve likely matching Affinity opportunity details, noting that opportunity field data may require separate list-entry access.
  • 4Pick the Stripe Invoice Payment Succeeded trigger and choose where run reports should go.
  • 5Test with one real successful invoice payment and review the report.

Questions about this workflow

Will the report include every custom opportunity field?

Not necessarily. The selected action provides basic opportunity details; field data may require list-entry access and appropriate permissions.

Does this change the opportunity stage?

No. It retrieves opportunity information and summarizes it for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Stripe to Affinity. A trigger fires from one place; an action lands in another.

Stripe triggers

Affinity actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get a company s list entries

Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Returns metadata for all the lists on which the given company appears.

ActionInstant

Charge Failed Trigger

Triggered when a direct charge fails in Stripe's legacy Charges API

TriggerInstant

Get all companies

Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.

ActionInstant

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

TriggerInstant

Get all list entries on a list

Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.

ActionInstant

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

TriggerInstant

Get all list entries on a saved view

Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.

ActionInstant

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

TriggerInstant

Get all opportunities

Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.

ActionInstant

Product Created Trigger

Triggered when a product is created in Stripe

TriggerInstant

Get all persons

The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.

ActionInstant

Subscription Added Trigger

Triggered when a subscription is added in Stripe

TriggerInstant

Get a person s list entries

Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.

ActionInstant

Connect any two apps with Notis in the middle.

Stripe and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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